AIM

Advyzon Investment Management Portfolio holdings

AUM $583M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.56M
3
+$2.17M
4
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$2M
5
BUXX icon
Strive Enhanced Income Short Maturity ETF
BUXX
+$1.51M

Top Sells

1
+$3.22M
2
+$2.61M
3
+$1.88M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K

Sector Composition

1 Technology 7.18%
2 Financials 3.72%
3 Consumer Discretionary 3.24%
4 Healthcare 3.21%
5 Communication Services 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$743K 0.26%
5,312
+1,987
77
$709K 0.25%
7,600
+1,910
78
$707K 0.25%
+11,686
79
$706K 0.25%
13,592
-1,988
80
$688K 0.24%
14,925
-4,406
81
$675K 0.24%
11,441
+6,568
82
$672K 0.24%
3,208
-815
83
$666K 0.24%
1,228
+24
84
$660K 0.23%
2,977
-280
85
$642K 0.23%
3,254
+142
86
$618K 0.22%
1,127
-25
87
$617K 0.22%
43,615
-1,300
88
$616K 0.22%
3,685
-62
89
$615K 0.22%
+1,967
90
$607K 0.21%
6,669
+91
91
$605K 0.21%
14,223
+120
92
$604K 0.21%
3,539
-807
93
$589K 0.21%
3,708
+704
94
$587K 0.21%
20,621
+13,701
95
$582K 0.21%
2,384
+1,256
96
$579K 0.2%
+13,742
97
$561K 0.2%
+1,134
98
$552K 0.2%
11,043
-100
99
$548K 0.19%
13,133
-817
100
$543K 0.19%
17,070
+3,096
2 3
4
5 6